Institute Releases Independent Review of Payroll Giving

The Institute of Fundraising (‘Institute’) has today released the Independent Review of Payroll Giving that has been undertaken by Vanessa Potter and Dr Jon Scales of Strategy Complete alongside its own research into Payroll Giving Portability and Pension Giving.

Megan Pacey, Director of Policy and Campaigns at the Institute of Fundraising, says:

'The Institute of Fundraising is delighted to release the Independent Review of Payroll Giving and welcomes Strategy Completes’ thorough, considered and practical contribution as to how Payroll Giving might reach its full potential.

'Strategy Complete have engaged fully with all those who are stakeholders in Payroll Giving – including donors who give to charity through Payroll Giving schemes, Payroll Giving agencies who process Payroll Giving donations, workplaces who host Payroll Giving schemes, professional fundraising organisations who promote Payroll Giving as well as charities who might or do benefit from funds raised through Payroll Giving – in the process of developing these recommendations.

'As the next stage of this process, the Institute is from today, inviting responses to the independent recommendations, from its members and other stakeholders in the Payroll Giving world. Responses to the independent recommendations will be received until Friday 5th September 2008.'

All submissions may be made publicly available in the course of the consultation process.

-ENDS-

For media queries:
Diana Mackie Tel: 020 7840 1027 / (07793) 803721
Institute of Fundraising

Email Diana Mackie

NOTES TO EDITORS

1. Institute of Fundraising
The Institute of Fundraising’s mission is to support fundraisers, through leadership, representation, standards setting and education, to deliver excellent fundraising. Members are supported through training, networking, the dissemination of best practice and representation on issues that affect the fundraising environment. The Institute of Fundraising is the largest individual representative body in the voluntary sector with 4600 Individual members and 280 Organisational members

2. The Independent Payroll Giving Review, Portability and Pension Giving reports can be viewed by clicking here.

3. Responses to the recommendations of the Independent Review of Payroll Giving can be submitted here. Responses will be received until Friday 5th September 2008.

• 5. Key recommendations from the Strategy Complete Independent Review of Payroll Giving are as follows:

  Steps towards achieving a universal Payroll Giving system that use a ‘half way’ approach that make the scheme compulsory in certain circumstances.

• Finding an interim solution to support the easy transfer of payroll donors as they move jobs between employers.
• The introduction of robust audit and accountability systems across all Payroll Giving transaction.
• Reviewing the statutory framework within which PGAs operate.
• The introduction of common service standards for all PGAs and an external system to monitor and report on their performance.
• A systematic mapping of Payroll Giving to provide robust data to support policy.
• A review of the role and management of PGAs.
• Continued promotion of Payroll Giving and support for incentive schemes.

The review concludes that for Payroll Giving to achieve its real potential it will require, in addition to the above ‘fixes’, a whole hearted commitment to it from the third sector.